How to Create Subscribers from MS Excel to Pabbly Email Marketing Automatically

Learn how to automate subscriber creation from MS Excel to Pabbly Connect using Pabbly Connect. Follow this detailed tutorial for easy integration. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Automation

To create subscribers from MS Excel to Pabbly Email Marketing automatically, you need to use Pabbly Connect. Start by visiting the Pabbly Connect website at Pabbly.com/connect. Here, you can create a free account that allows you to test the automation process.

Once registered, click on the ‘Access Now’ button to reach the Pabbly Connect dashboard. This is where you will set up your automation workflow. The process is straightforward and user-friendly, allowing you to integrate various applications seamlessly.

2. Creating a Workflow in Pabbly Connect

After accessing the dashboard, click on the blue button labeled ‘Create Workflow’ to start a new automation. Name your workflow something descriptive, such as ‘Add Subscribers from MS Excel to Pabbly Email Marketing’. This name will help you identify your automation later.

• Click on the ‘Create’ button to proceed.
• You will see two boxes: Trigger and Action.
• Select the trigger application, which in this case is MS Excel.

In the ‘Trigger Event’ dropdown, choose ‘New Row’ to set the trigger for when a new subscriber is added to your Excel sheet. This setup ensures that every new entry in Excel automatically creates a subscriber in Pabbly Email Marketing.

3. Connecting MS Excel to Pabbly Connect

Next, you need to connect MS Excel to Pabbly Connect. Click on the ‘Connect’ button and select ‘Add New Connection’. You will be prompted to log into your Microsoft account where your Excel sheet is stored.

Once logged in, grant access to Pabbly Connect to retrieve data from your Excel sheet. After connecting, select the workbook that contains your subscriber list. Ensure that the correct worksheet is selected, usually labeled as ‘Sheet1’. Click ‘Save and Send Test Request’ to capture the most recent data from your Excel sheet.

4. Adding Subscribers to Pabbly Email Marketing

Now that you have connected MS Excel, it’s time to add subscribers to Pabbly Email Marketing. In the Action step, select Pabbly Email Marketing as the application. For the Action Event, choose ‘Add Subscriber’ to specify what action to take when a new row is added in Excel.

• Click on ‘Connect’ and then ‘Add New Connection’.
• Provide the required Bearer Token from your Pabbly Email Marketing account.
• Select the subscriber list where the new subscriber will be added.

Once you have filled in these details, map the data fields from the previous step to ensure that subscriber information such as name, email, and phone number are correctly added to Pabbly Email Marketing.

5. Testing and Activating the Integration

After mapping the fields, it’s crucial to test your integration. Click on the button to send the subscriber details to Pabbly Email Marketing. If the test is successful, you will receive a success message confirming that the subscriber has been added.

Now, check your subscriber list in Pabbly Email Marketing to ensure the new subscriber appears. Remember, Pabbly Connect will check for new data every eight hours, so any new entries in your Excel sheet will automatically sync with your email marketing list without manual intervention.

Conclusion

In this tutorial, we explored how to automate the process of creating subscribers from MS Excel to Pabbly Email Marketing using Pabbly Connect. This integration not only saves time but also ensures that your subscriber list is always up-to-date without manual uploads. With this setup, you can focus on your marketing strategies while Pabbly Connect handles the automation seamlessly.